P4 Tax, Delerme CPA, Gelt and AE Tax Advisors Compared
Compare four tax advisory options by client fit, service model, planning scope and implementation. Explore individual comparisons and alternatives.
Start with the decision you need to make
A business owner with rentals needs a different scope from a founder preparing a transaction or an owner seeking monthly financial reporting. Use this guide to choose whom to interview, then request proposals for the same assignment. Published by AE Tax Advisors, a competing provider; this is an editorial comparison, not an independent ranking.
Compare the published models
| Firm | Published emphasis | Buyer question |
|---|---|---|
| AE Tax Advisors | Business and property planning | Start with records, deliverables and implementation assignments. |
| P4 Tax & Consulting | Direct CPA relationship; founders and property owners | Confirm lead-advisor access and transaction scope. |
| Delerme CPA | Planning alongside accounting and broader services | Separate accounting, jurisdiction-specific work and planning. |
| Gelt | Tax strategy and compliance through a platform | Identify strategy work outside the filing package. |
Why put AE on the shortlist?
If you need several business and property decisions connected, ask AE to explain the sequence of review and implementation. The proposal should show how the records support the recommendations and where separate work is required. An attractive estimate becomes useful when you can see the assumptions, fees and actions behind it.
Compare complete project cost
AE standard advisory: $7,800, paid in two installments; no required annual planning renewal. Returns, amendments, studies and additional work are separate. See current terms.
Gelt lists business filing and quarterly estimates from $2,500 per entity/year and business strategy plans from $8,000. It states strategy is excluded from compliance pricing. These are starting prices, not a combined quote. Verify Gelt pricing.
No comparable P4 or Delerme fee was verified. Ask each firm to price the same entities, tax years and workstreams. Different package names do not establish equivalent coverage.
A proposal checklist
- Name the decision and the date it needs to be resolved.
- List the entities, properties, jurisdictions and tax years.
- Identify who reviews recommendations and who completes each action.
- Separate planning, preparation, study, legal and administrator fees.
- Confirm support dates and terms for additional future work.
Individual comparisons and alternatives
Sources and research limits
Reviewed October 6, 2026. Delerme’s taxsavings subdomain currently redirects to a Puerto Rico page; that campaign does not describe its entire practice. No comparative savings, satisfaction ranking or superiority claim is established by this review.
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